JN & HB Williams Foundation — Education Charity in Gisborne

JN & HB Williams Foundation is a Charitable Trust charity in the Education sector, based in Gisborne, Gisborne. This organisation also provides funding to other charities. CharityData rates this charity B (79.5/100). Annual revenue: $6.7M NZD. Financial data as at June 2025.

Mission: The Trust is established for any purpose (whether relating to relief of poverty, the advancement of education or religion or any other matter beneficial to the community) which are charitable according to the laws of New Zealand

Registration Number
CC59358
Charity Type
Charitable Trust
Registration Date
2021-07-22
Status
Active
CharityData Rating
B (79.5/100)
Sector
Education
Location
Gisborne, Gisborne
Funder Status
Grant-making charity (foundation)
Data as at
June 2025

Beneficiaries: General public

Financial Summary

Total Revenue
$6.7M NZD
Total Expenses
$2.1M NZD
Total Assets
$72.1M NZD
Net Assets
$72.0M NZD
Reserve Months
0.2 months of operating expenses
Volunteers
0
Financial Year End
2025-06-30

Financial History

YearRevenueExpensesNet Assets
2025$6.7M$2.1M$72.0M
2024$5.6M$2.1M$67.4M
2023$5.0M$2.9M$63.9M
2022$1.8M$1.5M$61.9M

CharityData Rating

Overall Grade
B
Overall Score
79.5/100
Financial Score
90
Governance Score
55
Transparency Score
65

Board Members and Officers

Current Officers (4)

NameRoleAppointed
George EiversTrustee2025-06-18
Christopher MorrisonTrustee2022-09-27
Amanda ChrispTrustee2020-02-22
Michael TorrieTrustee2020-02-22

Former Officers (2)

  • Peter Kite — Trustee (departed 2022-09-27)
  • James Williams — Trustee (departed 2025-06-18)

Similar Charities in Education

FunderEducationCharitable TrustFoundation

JN & HB Williams Foundation

CC59358Gisborne, GisborneRegistered 22 Jul 2021
Data updated: 2 days ago
Financials30 Jun 2025Rating2d ago

Financial data as at June 2025. Sourced from Charities Services register.

B
80/100
Financial
90
Governance
55
Transparency
65

Reasons to look carefully (1)

These structural observations are drawn from public data and are worth considering before a donation. They are not allegations of wrongdoing, and they don’t affect the charity’s letter grade.

  • No chair recorded on the register
    No chair or presiding role is recorded in the register for this board of 4. The Charities Register does not require one to be identified, so this is a gap in the public record rather than a finding about the board.

Each signal is a data-driven observation, not a judgement. They fire automatically from the figures filed with Charities Services. A charity can address any of these by filing fuller disclosure or updating its officer register. Methodology: /about/methodology/concern-signals.

Revenue

$6.7M

Expenses

$2.1M

Assets

$72.1M

Financial data from Charities Services annual return (FY2025). Ratings calculated using CharityData v3.1.1 methodology.

Endowment Foundation

Special Entity Type

This is an endowment foundation that holds investments and provides grants. High reserves are expected and appropriate - this is not an operating charity.

Rating Note: Endowment foundations are rated using specialized criteria that recognize high reserves as appropriate. Metrics like grant distribution rate and investment returns are prioritized over program spending ratios.

Funder Profile

Grantmaker

This organisation makes grants or donations to other charities and organisations.

Funding Sectors
EducationSocial ServicesCommunity Development
Beneficiaries
General Public
Geographic Focus
Nationwide

About

Mission

The Trust is established for any purpose (whether relating to relief of poverty, the advancement of education or religion or any other matter beneficial to the community) which are charitable according to the laws of New Zealand

Who We Serve

Beneficiaries
General public

Key Statistics

Annual Revenue
$6.7M
Total Expenses
$2.1M
Net Assets
$72.0M
Volunteers
0

Financial Trends

Financial Trends (4 Years)

Revenue Breakdown

Expense Breakdown

API Data

Based on annual return data. Detailed program/admin breakdown not available.

Financial Health Dashboard

Cents to the Cause
100c
For every $1 spent, 100c reaches programs
Strong
Sustainability
0.2mo
Could operate 0.2 months with zero revenue
Critical
Fundraising Cost
-
No fundraising data
No data

Based on latest annual return data. Metrics are calculated from reported financial data and may not reflect the full picture. View methodology

Revenue Diversification

5
Score /100
Highly Concentrated
HHI: 9,456
High Concentration: 97% of revenue from Investment Income
Investment Income97.2%
Donations2.8%

HHI (Herfindahl–Hirschman Index) measures concentration across 6 income categories. Lower HHI = more diversified. Score above 60 indicates healthy diversification.

Peer Comparison

Ranked against 62 peers · Education · $1M – $10M

Rating Score
80
#16/63
Revenue
$6.7M
#7/63
Reserve Months
0.2
#1/63
Surplus
$4.6M
#1/63
Staff Cost %
5%
#63/63

Peers are charities in the same sector and revenue size band. Rankings are based on the latest available data.

Rating

B
Score: 79.5/100
Financial
90
Governance
55
Transparency
65
Why this grade: Financial 90 × 40% + Governance 55 × 60% = 69 → B.
View Full Score Breakdown

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Latest Audit

FY2025
Clean
4 years of audit history

Contact Details

Address
Gisborne, Gisborne

Registration

Registration NumberCC59358
Entity TypeCharitable Trust
Registered22 Jul 2021
StatusRegistered

Sector & Activities

Primary Sector
Education
Activities
Makes grants / loans to individualsMakes grants to organisations (including schools or other charities)

Data sourced from Charities Services register and publicly available annual returns. Our datasets may not be complete. Automated analysis can produce errors. Scores are calculated using disclosed methodology and are analytical tools, not investment ratings or recommendations. If you believe any data on this page is incorrect, please contact us at hello@charitydata.co.nz. For informational purposes only. Not investment advice. Last updated: 3 October 2026.